Four ways to break out of a sales slump
Sales slumps happen, says Jim Ruta, who shares four activities advisors can perform to break free
- By: Jim Ruta
- November 28, 2017 October 30, 2019
- 14:15
Sales slumps happen, says Jim Ruta, who shares four activities advisors can perform to break free
Nathalie Boutet explains why it's important to discuss marriage and co-habitation agreements with clients
Jim Ruta explains six ways for advisors to frame the benefits of insurance to make a more compelling message for clients
Kevin Wark discusses three options for helping aging clients manage their property, and zeroes in on the pros and cons of joint interest trusts
Jim Ruta explains how insurance advisors can avoid making a common prospecting error
Kevin Wark explains the discussions you need to have with clients to protect them from longevity risk
A layered approach can help ensure that if one line of defense fails, another will provide protection
Jim Ruta explains why time is of the essence when buying life insurance
Kevin Wark outlines the impact of recent tax changes to life insurance
Jim Ruta explains how advisors can achieve high performance by shortening the amount of time between their successful efforts
Kevin Wark explains how to use life interest trusts in planning for high net-worth clients
George Hartman talks about the ways new technology will change financial advisors' business model profoundly
Kevin Wark explains how to navigate the 2016 tax changes to testamentary trusts
Wealthy clients don’t have much time and want advisors to take care of their unique needs
George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients
Jim Ruta explains three common advisor practices that can leave consumers significantly underinsured
Kevin Wark outlines how proposed federal tax changes to passive investments in private corporations would work
George Hartman explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing…
Kevin Wark discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains
Jim Ruta shares counterintuitive advice about how insurance advisors can boost their performance
Avoid these common self-destructive thought patterns
Jim Ruta cautions that segmenting clients can harm your reputation and your brand
From TFSA overcontributions to repeated late-filing, Adrienne Woodyard outlines common tax penalties and explains how to apply for penalty relief (Part 4 of 4)
Women will soon control almost half of Canadian assets, and require tailored advice
Adrienne Woodyard discusses how to avoid the most common tax filing errors and penalties (Part 3 of 4)